Pre-Built Reports (North America)

An overview of the out-of-the-box reports included with Texada Analytics for North American organizations.

Quick Reference

When Texada Analytics is first implemented for your organization, a number of initial reports will be made available to you via Microsoft Power BI.
The three reports included with Texada Analytics for organizations located in North America are:
- Services Report: Provides insights into the service aspect of your organization, including a breakdown of Work Orders by Customer and Work Order revenue by Product Class.
- Rental and Sales Report: Provides insights into rental and sales revenue, inventory composition, dollar and time utilization, and more.
- Accounting Report: Provides breakdowns of your Accounts Receivable and Accounts Payable information.

Introduction

When Texada Analytics is first implemented for your organization, a number of initial reports will be made available to you via Microsoft Power BI. Which reports are available to you will depend on your organization’s region.

The following article will detail how to access and modify the out-of-the-box reports available to organizations located in North America.

For more information on accessing and managing pre-built reports, see “Reports”.

Pre-Built Reports (North America)

Three initial reports are included with your Texada Analytics installation, each containing multiple pages.

Services Report

The Services Report provides insights into the service aspect of your organization, including a breakdown of Work Orders by Customer and Work Order revenue by Product Class.

Pages:

WO Overview
WO Breakdown
WO v Revenue

Rental and Sales Report

The Rental and Sales Report provides insights into rental and sales revenue, inventory composition, dollar and time utilization, and more.

Pages:

Invoices
Invoices Breakdown
Services
Asset Location
Average Rental Rates
Average Rental Rate Breakdown
Dollar and Time Utilization

Accounting Report

The Accounting Report provides breakdowns of your Accounts Receivable and Accounts Payable information.

Pages:

Accounts Receivable
Accounts Receivable Breakdown
Accounts Payable
Accounts Payable Breakdown

Semantic Models

Three semantic models are included with your Texada Analytics installation. These are the underlying data models with which reports can be built. The data models provided to you by Texada Software cannot be modified, but can be used to generate as many new reports as desired.

Services Report

The Services Report semantic model consists of 7 tables, and contains Work Order information as well as supporting Product and Invoice information.

Table	Column
Calendar	Date
Calendar	Year
Calendar	Month Number
Calendar	Month
Calendar	Year Month
Calendar	Year Month Number
Class	Class Num
Class	Class Desc
Group	Group Num
Group	Group Desc
Invoice	Invoice Num
Invoice	Customer Num
Invoice	Date
Invoice	Total Revenue
Invoice Detail	Invoice Num
Invoice Detail	Product Num
Invoice Detail	Type
Invoice Detail	Quantity
Invoice Detail	Extended
Invoice Detail	Orig Extended
Invoice Detail	Std Extended
Product	Product Num
Product	Class Num
Product	Group Num
Product	Class Desc
Product	Group Desc
Work Order	Work Order Num
Work Order	Customer Num
Work Order	Postal
Work Order	Model
Work Order	Description
Work Order	Date Required
Work Order	Salesman
Work Order	Division
Work Order	Labour
Work Order	Parts
Work Order	Services
Work Order	Taxes
Work Order	Work Order Total
Work Order	Mechanic
Work Order	Invoice Num
Work Order	Invoice Date
Work Order	Location
Work Order	Meter
Work Order	Parts Cost
Work Order	Posting Type
Work Order	Date Created
Work Order	WO Total / Rev
Work Order	Count of WO
Work Order	Count of WO SPLY
Work Order	Sum WO Total
Work Order	Sum WO Total SPLY
Work Order	Count Internal WO
Work Order	Count of Internal WO SPLY

Rental and Sales Report

The Rental and Sales Report semantic model consists of 13 tables. It contains a wide variety of information pertaining to Assets, Contracts, Invoices, Products, and Services.

Table	Column	Description
Asset Location	Class Desc
Asset Location	Group Desc
Asset Location	Division
Asset Location	On Hand	On Hand Quantity
Asset Location	Class Num
Asset Location	Group Num
Asset Location	Product Num
Asset Location	Available
Asset Location	Status
Asset Location	Count
Calendar	Date
Calendar	Year
Calendar	Month Number
Calendar	Month
Calendar	Year Month
Calendar	Year Month Number
Calendar	Week
Calendar Avg Rental Rate	Date
Calendar Avg Rental Rate	Year
Calendar Avg Rental Rate	Month Number
Calendar Avg Rental Rate	Month
Calendar Avg Rental Rate	Year Month
Calendar Avg Rental Rate	Year Month Number
Contract	Contract Num
Contract	Division
Contract	Date	5 years of data
Contract Detail	Contract Num
Contract Detail	Quantity
Contract Detail	Rental Price
Contract Detail	Extended
Contract Detail	Product Num
Contract Detail	Rate Code
Dollar and Time Utilization	Product Num
Dollar and Time Utilization	Group Num
Dollar and Time Utilization	Group Desc
Dollar and Time Utilization	Class Num
Dollar and Time Utilization	Class Desc
Dollar and Time Utilization	Year Month
Dollar and Time Utilization	Year
Dollar and Time Utilization	Month
Dollar and Time Utilization	Max Cost	Max cost for product
Dollar and Time Utilization	Group Cost	Total costs for all products in group
Dollar and Time Utilization	Class Cost	Total costs for all products in class
Dollar and Time Utilization	Fleet Cost
Dollar and Time Utilization	Rental Revenue	Total rental revenue generated by product
Dollar and Time Utilization	Rented Days	Number of days rented
Dollar and Time Utilization	Days In Month	Max number of days in month
Dollar and Time Utilization	Doll Util
Dollar and Time Utilization	Time Util
Invoice Detail	Current or History
Invoice Detail	Invoice N
Invoice Detail	Seq N
Invoice Detail	Product N
Invoice Detail	Product Desc
Invoice Detail	Product Type
Invoice Detail	Quantity
Invoice Detail	Unit
Invoice Detail	Extended
Invoice Detail	Tax 1 Code
Invoice Detail	Tax 2 Code
Invoice Detail	Date Billed From
Invoice Detail	Date Billed Through
Invoice Detail	Rate Code
Invoice Detail	Rate
Invoice Detail	Status
Invoice Detail	Contract Num
Invoice Detail	Product Type Desc
Invoice Detail	Extended Sum	Sum of extended
Invoice Header	Current or History
Invoice Header	Division
Invoice Header	Customer Num
Invoice Header	Site Num
Invoice Header	Bill Name
Invoice Header	Bill Address
Invoice Header	Bill City
Invoice Header	Bill Province
Invoice Header	Bill Postal
Invoice Header	Ship Name
Invoice Header	Ship Address
Invoice Header	Ship City
Invoice Header	Ship Province
Invoice Header	Ship Postal
Invoice Header	Salesman
Invoice Header	Clerk
Invoice Header	ID
Invoice Header	On Account
Invoice Header	Date
Invoice Header	Posted
Invoice Header	Invoice N
Invoices by Product	Product N
Invoices by Product	Date
Invoices by Product	Seq N
Invoices by Product	Customer N
Invoices by Product	Order N
Invoices by Product	Quantity
Invoices by Product	Net
Invoices by Product	Cost
Invoices by Product	R/S
Invoices by Product	On Account
Invoices by Product	Salesman
Invoices by Product	Invoice N
Invoices by Product	Discount
Invoices by Product	Division
Invoices by Product	Name
Invoices by Product	Product Desc
Invoices by Product	Source
Invoices by Product	Sales/Rental
Invoices by Product	Sum Net	Sum of Net
Product	Product Num
Product	Group Num
Product	Class Num
Product	Group Desc
Product	Class Desc
Product Invoices	Product Num
Product Invoices	Group Num
Product Invoices	Class Num
Product Invoices	Group Desc
Product Invoices	Class Desc
Rates	Rate Code
Rates	Rate Desc
Services	Current or History
Services	Invoice Num
Services	Seq N
Services	Service Code
Services	Service Desc
Services	Tax 1 Code
Services	Tax 2 Code
Services	Warranty
Services	Quantity
Services	Amount
Services	Extended
Services	Source
Services	Division
Services	Detail N
Services	Comment

Accounting

The Accounting semantic model consists of 7 tables. It contains information on Accounts Payable and Accounts Receivable, Customers, and Vendors.

Table	Column	Description
Accounts Payable	Vendor #
Accounts Payable	Vendor Name
Accounts Payable	Invoice Date	Last 3 years of data
Accounts Payable	Due Date
Accounts Payable	Invoice #
Accounts Payable	Hold Y/N
Accounts Payable	Currency
Accounts Payable	Orig Amt
Accounts Payable	Disc Amt
Accounts Payable	Current
Accounts Payable	31 - 60 Days
Accounts Payable	61 - 90 Days
Accounts Payable	91 - 120 Days
Accounts Payable	120+ Days
Accounts Payable	Owing Balance
Accounts Payable	Division
Accounts Payable	PO #
Accounts Receivable	Customer #
Accounts Receivable	Customer Name
Accounts Receivable	Document Date	Last 3 years of data
Accounts Receivable	Due Date
Accounts Receivable	Document #
Accounts Receivable	Document Type
Accounts Receivable	Currency
Accounts Receivable	Original Amt
Accounts Receivable	Paid Amt
Accounts Receivable	Disc Amt
Accounts Receivable	Current
Accounts Receivable	31 - 60 Days
Accounts Receivable	61 - 90 Days
Accounts Receivable	91 - 120 Days
Accounts Receivable	120+ Days
Accounts Receivable	Balance Owing
Accounts Receivable	Division
Accounts Receivable	PO #
AgingBucket AP	Age
AgingBucket AP	Bucket
Calendar AP	Date
Calendar AP	Year
Calendar AP	Month Number
Calendar AP	Month
Calendar AP	Year Month
Calendar AP	Year Month Number
Calendar AR	Date
Calendar AR	Year
Calendar AR	Month Number
Calendar AR	Month
Calendar AR	Year Month
Calendar AR	Year Month Number
Customer	Customer Num
Customer	Customer Name
Customer	Alpha
Customer	City
Customer	Province
Customer	Contact
Customer	Type
Customer	Currency
Customer	Finance
Customer	Salesman
Customer	ON Account
Customer	Credit Rating
Customer	Opened Date
Vendors	Account Num
Vendors	Vendor Num
Vendors	Vendor Name
Vendors	Vendor Alpha
Vendors	City
Vendors	Province
Vendors	Currency
Vendors	Account Num
Vendors	GL Account Num
Vendors	Purchases